Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 19,193 shares of DFAI stock, worth $576,941. This represents 0.08% of its overall portfolio holdings.

Number of Shares

19,193

Previous 20,653 7.07%

Holding current value

$576,941

Previous $517 Million 12.15%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$27.74 - $30.27 $40,500 - $44,194	-1,460 Reduced 7.07%	19,193 $580 Million
Q4 2023 Apr 04, 2024	SELL	$24.88 - $28.69 $5,747 - $6,627	-231 Reduced 1.11%	20,653 $517 Million
Q3 2023 Apr 04, 2024	BUY	$26.0 - $28.17 $2,886 - $3,126	111 Added 0.53%	20,884 $545 Million
Q2 2023 Apr 04, 2024	BUY	$26.46 - $28.05 $1,296 - $1,374	49 Added 0.24%	20,773 $568 Million
Q1 2023 Apr 04, 2024	BUY	$25.21 - $27.45 $1,789 - $1,948	71 Added 0.34%	20,724 $559 Million

Q4 2022 Apr 04, 2024	BUY	$23.24 - $25.85 $479,046 - $532,846	20,613 Added 51532.5%	20,653 $517 Million
Q3 2022 Apr 04, 2024	SELL	$21.89 - $25.78 $79,986 - $94,200	-3,654 Reduced 98.92%	40 $859,000
Q2 2022 Apr 04, 2024	BUY	$23.87 - $28.49 $88,175 - $105,242	3,694 New	3,694 $89.2 Million

Others Institutions Holding DFAI

# of Institutions

493

Shares Held

135M

Call Options Held

400

Put Options Held

177K

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History